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The largest Bitcoin holders took advantage of the market crash and accumulated a record amount of the first cryptocurrency since November. However, analysts warn that purchases by “whales” are not yet capable of reversing the negative trend.
Large Bitcoin holders, known as whales, have resumed buying amid inaction from other categories of investors. Over the past week, when the price fell to $60,000, wallets with a balance of more than 1,000 coins accumulated about $4 billion at the current rate, Bloomberg writes, citing data from analytics company Glassnode. This is the largest weekly inflow of capital into Bitcoin since November 2025.
However, this single episode of accumulation by whales may not be enough to reverse the overall negative trend. Analysts believe that impressive purchases by large players cannot compensate for the lack of broader demand.
“It slows down the decline. But we need more money coming into the market,” Bloomberg quotes Glassnode sales director Brett Singer as saying.
Similar data to Glassnode's was published by another blockchain analytics company, CryptoQuant, which stated that “during the price decline, whales accumulated huge amounts of Bitcoin” totaling nearly 67,000 BTC, or $4.5 billion at the exchange rate on February 11. However, it did not specify which categories of investors are among these large holders.
The week ending February 8 was one of the most difficult for the crypto market since 2022. Bitcoin not only broke through the $80,000 level, but also experienced tremendous volatility, reaching $60,000 at one point, before returning to the $70,000 range.
Glassnode analysts use their own on-chain metrics, which show when bitcoins were last moved and at what prices they were purchased. By tracking addresses on the Bitcoin blockchain, experts also categorize them, including exchange, retail, company addresses, and others. Previous price rallies were usually characterized by more stable accumulation involving many groups of investors, which experts are not seeing at the moment.
“When the storm subsides, we will buy again, as we sold some of our coins at the end of last year. But right now, the storm is still raging,” said one of the crypto investors surveyed by Bloomberg.
Glassnode data also shows that, excluding exchange-traded funds (ETFs) and crypto exchanges, large players sold Bitcoin over the past year. Since mid-December 2025 alone, more than 170,000 Bitcoins worth about $11 billion have been transferred from large wallets, suggesting a sale.
Glassnode's information on sales by large investors in the previous year was confirmed by other experts. At the end of 2025, analysts reported sales of coins “aged” more than six months worth hundreds of billions.
According to Galaxy, in 2025, 470,000 BTC (about $50 billion) that had not moved for more than five years were transferred, which was the second largest amount in the history of observations in this category (only 2024 saw a larger amount). In total, experts have calculated that more than $104 billion in Bitcoin has been transferred from “old hands to new” since the beginning of 2024.
Depth of fall BTC
In separate reports, Glassnode noted that with Bitcoin trading at $69,000, the unrealized loss of all investor groups in the market is approximately 17% of the market capitalization. This means that 17% of all Bitcoins were presumably purchased above $69,000 per coin.
“The current market situation resembles a similar structure observed in early May 2022,” the experts wrote, adding that the market decline is “moderate” relative to previous bear cycles and is more reminiscent of the 2015-2017 market.
Similar data was published by CryptoQuant, indicating that wallets with a balance of 100 to 1,000 BTC now have an average unrealized purchase price of coins of about $69,000 — the current price level of Bitcoin is below their conditional average purchase price. As experts noted, this situation occurred previously in 2022, “when the price traded below this level for about seven months.”
#BTC

وفقًا لدراسة بحثية من CoinShares، فإن جزءًا صغيرًا فقط من العملات عرضة للتهديد الحقيقي لـ "القرصنة الكمومية"، وأن إمكانية حدوث مثل هذا الهجوم عمليًا لا تزال بعيدة لعدة عقود
المخاوف بشأن التهديد الوشيك لأمن بيتكوين من الحواسيب الكمومية مبالغ فيها للغاية، وفقًا لدراسة من شركة الإدارة CoinShares، التي خلصت إلى أن جزءًا صغيرًا فقط من العملات القادرة على التأثير في السوق معرض للخطر الحقيقي.
حتى وقت قريب، كان يُعتبر تهديد الحواسيب الكمومية للعملات الرقمية بعيدًا. ومع ذلك، في عام 2025، تغير الوضع، وأصبح المزيد والمزيد من اللاعبين الرئيسيين يعتبرون التهديد المحتمل خطرًا حقيقيًا على السوق. يجادل البعض بأن حقيقة الخطر وضعت بالفعل ضغطًا على الأسعار وقد تؤثر على قرارات الاستثمار.

دعونا نلقي نظرة على قائمة العملات المشفرة التي أظهرت تعافيًا كبيرًا في الأسعار من أدنى مستويات الأسبوع الماضي وأسباب نموها
من أدنى مستويات الأسعار في الأسبوع الماضي، التي انتهت في 8 فبراير، ارتفعت أسعار العديد من العملات المشفرة بالعشرات من النسب المئوية بحلول 9 فبراير. خلال نفس الفترة، ارتفعت أسعار البيتكوين والإيثيريوم بحوالي 17%، إلى 70,000 دولار و2,050 دولار، على التوالي.
حدث نمو العملات المشفرة تقريبًا على الفور بعد انهيار الأسعار في 6 فبراير. في تلك اللحظة، وصلت القيمة الإجمالية لسوق العملات المشفرة إلى أدنى مستوى لها منذ نهاية 2024، بأقل من 2.2 تريليون دولار. انخفض سعر البيتكوين إلى 60,000 دولار، وانخفض الإيثيريوم إلى أقل من 1,750 دولار.

سوق العملات المشفرة، الذي اهتز سابقًا بسبب كوارث داخلية مثل انهيار البورصات وفقاعات الاستثمار، تلاه انهيار العملات المستقرة الخوارزمية، يشهد نوعًا مختلفًا جذريًا من التصحيح في عام 2026.
على مدى 17 عامًا من وجوده، شهدت بيتكوين عدة أسواق هابطة على نطاق واسع، مما أدى إلى تصحيحات في الأسعار وأيضًا تغييرات جذرية في الصناعة بأكملها.
لقد تطورت طبيعة هذه الصدمات مع السوق. على عكس الأزمات السابقة، لم تعد أزمات اليوم تثير تساؤلات حول التكنولوجيا نفسها، بل تؤكد نضوجها، مما يدمج بيتكوين بشكل أعمق في النظام المالي العالمي.

على الرغم من انهيار سوق العملات المشفرة في أكتوبر، وصلت العملة المستقرة USDT إلى رسملة قياسية وأظهرت نموًا بملايين الدولارات في قاعدة مستخدميها في الربع الرابع من العام الماضي.
وصلت رسملة السوق للعملة المستقرة USDT إلى مستوى قياسي جديد قدره 187.3 مليار دولار، بزيادة قدرها 12.4 مليار دولار خلال الربع الرابع من عام 2025. يبرز التقرير الربع سنوي للشركة زيادة كبيرة في قاعدة مستخدميها خلال هذه الفترة، حيث نمت بمقدار 35 مليون لتتجاوز 534 مليون. هذا هو الربع الثامن على التوالي الذي ينمو فيه عدد مستخدمي العملة المستقرة بأكثر من 30 مليون.

الشتاء الكلاسيكي "للعملات المشفرة"، الذي تم triggered سابقًا بسبب صدمات داخلية مثل انهيار FTX، قد أعطى الطريق لتقسيم هيكلي في السوق تحت ضغط من العوامل الكلية الخارجية والتنظيم.
الولاية الحالية لسوق العملات المشفرة تظهر أن القطاع يمر ليس فقط بانخفاض دوري آخر، بل تحول هيكلي أساسي. كما أشار محللو Tiger Research، بينما نشأت الأزمات السابقة من داخل النظام البيئي نفسه، سواء كان ذلك من اختراق Mt. Gox في 2014، انهيار فقاعة ICO في 2018، أو إفلاس FTX وانهيار Terra (LUNA) في 2022، فإن الوضع اليوم مختلف.

The founder of Ethereum has declared the end of the era of second-layer networks, arguing that the original goals are now obsolete and that the Ethereum blockchain can now handle the load on its own.
Ethereum co-founder Vitalik Buterin presented a radically new vision for Layer-2 (L2) projects, stating that their original mission to scale Ethereum is outdated. Buterin now proposes viewing L2 networks as a free market of experimental blockchains with varying degrees of connectivity to the “ether,” calling the previous concept “meaningless.”
Buterin reminded that true “Ethereum scaling” is not just about creating cheap transaction space, but also about ensuring complete security and guaranteeing decentralization. And if a fast and cheap blockchain is managed by a limited number of operators, it is not scaling “ether,” but a separate product. Buterin is referring to the fact that projects often use the brand of the main Ethereum blockchain but do not follow its roadmap.
But now, as Buterin writes, Ethereum no longer needs L2 as “branded” offshoots because the blockchain can handle it on its own. At the same time, according to his observations, the L2 teams themselves are not striving for or unable to achieve the degree of decentralization and security that was originally expected of them.
In recent months, Buterin has made many categorical statements and published various plans to improve Ethereum. In a recent post, he noted that developers “will no longer compromise” on privacy and decentralization in exchange for mass adoption.
Policy review
Interestingly, in 2021, Buterin called L2 solutions one of the key technologies for scaling Ethereum. His ideas were supported by many venture capital firms at the time. For example, Dan Morhead's Pantera Capital, the oldest American crypto fund, called L2 “an immediate and long-term solution to the growing congestion of the Ethereum network” at the end of 2021.
These plans were announced against the backdrop of rising transaction costs on the Ethereum blockchain itself. At that time, the cost of a typical asset transfer rarely fell below $3 per transaction, reaching hundreds of dollars at peak activity times. Under these conditions, an entire industry of L2 projects was born on the crypto market.
Despite what appears to be a narrow and complex market segment to an outside observer, Ethereum scaling projects have formed a huge sector. They include more than 130 projects with their own tokens, with a total capitalization of more than $8 billion, according to CoinMarketCap. They also have daily trading volumes exceeding $1 billion as of February 4. The largest include Mantle (MNT), Polygon (POL), Arbitrum (ARB), Stacks (STX), and Optimism (OP), which account for 65% of this market or more than $5.2 billion in capitalization.
At the height of the L2 hype, many crypto projects raised hundreds of millions for development. Polygon Labs alone raised $450 million in February 2022 at a valuation of $20 billion. Its main competitors, Optimism and Matter Labs (creators of the zkSync solution), raised $150 million and $200 million, respectively, from renowned venture capital funds.
However, over the years, interest in such solutions has cooled, and the value of most tokens in the sector has plummeted tenfold. In 2025 alone, their value fell by up to 90%, making them one of the worst investments of the past year.
Perhaps this negative trend confirms the thesis of Grayscale and other analysts who suggest that the market is shifting its focus from speculation to assets with clear use cases and a sustainable economy. After all, many of these blockchain networks generate revenues tens of thousands of times less than the capitalization of their native tokens.
L2 tokens themselves are often not technically involved in their own networks and are, in fact, a kind of indirect asset, the value of which reflects interest in the project as such.
New rules
In conclusion, Vitalik Buterin suggests that we should stop thinking of L2 networks as “Ethereum components under different brands” with all the expectations and obligations that come with it. Instead, it is better to view them as different types of networks with varying degrees of connection to Ethereum, the choice of which depends on specific tasks.
Thus, according to the co-founder of Ethereum, diversity and freedom of choice will replace a single standard. The community's task is not to restrict this experiment, but to create transparent rules and tools that will allow users to clearly understand what guarantees they can count on in each specific case. At the same time, Ethereum itself must remain the main and most reliable project in the ecosystem.
#ETH

تتوقع شركة الاستثمار الكبرى غالاكسي أن يستمر الاتجاه الهبوطي للبيتكوين، مشيرة إلى دعم ضعيف عند المستويات الحالية وسحب قياسي من الصناديق المتداولة في البورصة.
باستثناء عام 2017، في كل مرة ينخفض فيها سعر البيتكوين بنسبة 40% عن أعلى مستوى تاريخي له، تليه انخفاضات تزيد عن 50% خلال الأشهر الثلاثة التالية. وفقًا للمحللين في شركة استثمار الملياردير مايك نوفوغراتز، هناك احتمال كبير أن ينخفض سعر البيتكوين حتى أقل من هذه القيم الإحصائية - إلى 56,000 دولار لكل عملة.

Epstein's released files contain emails to key Bitcoin developers
As part of the publication of Epstein's files, the US Department of Justice released new emails. They showed that Jeffrey Epstein contacted Bitcoin developer Gavin Andresen two days before he visited CIA headquarters to discuss cryptocurrency in June 2011. The event also coincided almost exactly with the moment when the anonymous creator of Bitcoin, Satoshi Nakamoto, stopped posting messages in private correspondence and thematic forums where the main cryptocurrency was discussed.
Chronology of events
It should be noted that the first half of 2011 was marked by rapid price growth for Bitcoin—in the first six months of the year, the exchange rate rose by thousands of percent, from approximately $0.3 to more than $24. Exchanges such as Mt.Gox and BitcoinMarket were already operating that year, and new platforms were launched, including Britcoin, Bitcoin Brazil, VirWoX, and Bitomat.
On April 26, 2011, Satoshi sent Andresen his last known message, asking him to downplay his role as a “mysterious and behind-the-scenes” figure.
On April 27, 2011, Andresen publicly announced that he would be giving a presentation on Bitcoin at CIA headquarters in June at a conference on new technologies for the US intelligence community.
“I accepted the invitation to speak because the fact that I was invited means that Bitcoin is already on their radar, which could be a good opportunity to talk about why I think Bitcoin will make the world a better place,” Andresen wrote at the time.
Many speculate that it was precisely the fact that Andresen was invited to speak at the CIA that may have influenced Satoshi's decision to cease public activity. At the same time, a theory arose that Bitcoin was a CIA project.
On June 6, journalist and socialite Jason Calacanis replied to Epstein's letter, promising to send him Andresen's contact details.
“I would like to get in touch with the guys from Bitcoin,” Epstein wrote to Calacanis eight days before Andresen's meeting at the CIA.
Two days before his CIA presentation, Epstein wrote to Andresen himself and asked him to call him, but it is unclear from the messages in the published archive whether the conversation between Andresen and Epstein took place. It is known that Andresen declined invitations to meet with Epstein in person, and there is no evidence of active correspondence between them.
The conference itself took place on June 14, where, according to Andresen himself, he even managed to sell a certain amount of bitcoins to a CIA agent.
Investing in Bitcoin
Among the published documents, there was also a letter from June 2011 in which Epstein called Bitcoin a “brilliant idea” but warned of “serious flaws.”
According to Ki Young Ju, founder of the major blockchain analytics platform CryptoQuant, citing some of the letters, Epstein even invested in Bitcoin and various crypto projects in 2011. However, Ju writes that Epstein hardly believed that the first cryptocurrency would enter the mainstream and preferred short-term trading to long-term storage.
This opinion is indirectly confirmed by later correspondence. In 2017, when asked directly, “Is it worth buying Bitcoin?” Epstein replied succinctly: “No.”
In addition to Andresen, other representatives of the crypto market are also mentioned in connection with Epstein. According to Cointelegraph, crypto investor and Tether co-founder Brock Pierce had been in contact with Epstein on multiple occasions since 2011. Correspondence showed that Pearce discussed investment opportunities in Coinbase with him and may have acted as an intermediary in the deal. And in 2018, one of the participants in the correspondence, presumably Epstein, claimed that Pearce taught him “everything about cryptocurrency.”
Adam Back, head of Blockstream and one of the most prominent Bitcoin developers, also appears in the materials related to Epstein's investments. In 2014, Epstein participated in Blockstream's $18 million seed round, investing $50,000 through the MIT Media Lab director's fund. As Back himself stated, commenting on the correspondence, the relationship was limited to this transaction, and the fund soon sold its shares due to a conflict of interest, emphasizing that Blockstream has no financial ties to Epstein or his heirs.
#BTC

AI analyzed the messages of Satoshi Nakamoto and stated that the development of cryptocurrency went against his ideas.
Ki Young Ju, CEO of the CryptoQuant analytics platform, shared an experiment with artificial intelligence to “resurrect” the creator of Bitcoin, known under the pseudonym Satoshi Nakamoto. Ki uploaded Nakamoto's public posts and emails to a neural network, which then generated his possible views on the current development of the crypto industry.
The analyst gave the AI some background info, like how Bitcoin has become similar to gold-based financial instruments — significant amounts of cryptocurrency are held by exchange-traded funds, corporations, and exchanges, and more than half of the coins in circulation are held for investment purposes. He asked what the AI version of Nakamoto thought about this.
The neural network stated that Bitcoin was developed primarily to remove intermediaries from transactions between people. What is happening now is the opposite trend.
People do not control or own the bitcoins that are offered in the form of ETFs, users on exchanges also do not have exclusive access to their funds, and Michael Saylor's Strategy reserve is too large an amount of bitcoins concentrated in the hands of one person, wrote the AI on behalf of the creator of the first cryptocurrency.
“I don't want to seem ungrateful for accepting Bitcoin. But I think something important has been missed,” the reasoning said.
The identity of Bitcoin's creator remains the biggest mystery in the world of cryptocurrencies. He has not appeared in public for 15 years. In April 2011, in a message to developer Mike Hearn, Nakamoto wrote that he had “moved on to other things” and that Bitcoin was “in good hands” with other developers.
According to Arkham, Nakamoto owns tens of thousands of crypto wallets. They hold about 1.1 million bitcoins, or more than $90 billion at the current exchange rate.
#BTC

تتحول الخصوصية إلى اتجاه مركزي في سوق العملات المشفرة، يتم الترويج لها بنشاط من قبل اللاعبين الرئيسيين. إن اهتمام المستثمرين المتزايد يحول الخصوصية من ميزة متخصصة إلى معيار جديد لنظام blockchain.
على مدى السنوات القليلة الماضية، كانت قضية الخصوصية في معاملات المستخدمين التي تتضمن العملات المشفرة تحت scrutiny دقيقة من قبل السلطات التنظيمية في دول مختلفة. في بعض البلدان، تم تقييد معاملات من هذا النوع بشكل صارم، وتم حظر التداول في الأصول المشفرة ذات الصلة على البورصات المركزية. ومع ذلك، في نهاية العام الماضي وبداية عام 2026، تلقى هذا القطاع من الاقتصاد المشفر دفعة من الاهتمام من المستثمرين المؤسسيين والشركات.

وصلت أسعار الذهب والفضة إلى أعلى مستوياتها التاريخية، بينما تصحح بيتكوين وسط قرار الاحتياطي الفيدرالي بالإبقاء على أسعار الفائدة دون تغيير وتأخيرات في مناقشة تشريعات تنظيم العملات المشفرة في الولايات المتحدة.
في 29 يناير، تجاوزت أسعار الذهب والفضة 5,600 دولار و120 دولار للأونصة، على التوالي، للمرة الأولى في التاريخ. في الوقت نفسه، انخفض سعر بيتكوين بنحو 2.5% عن ذروته المحلية يوم أمس. حدثت الحركة الرئيسية في أسعار الأصول خلال اليوم الماضي في ظل قرار الاحتياطي الفيدرالي الأمريكي (Fed) في 28 يناير بالإبقاء على سعر الفائدة عند 3.5-3.75% سنويًا.

يقدم معيار ERC-8004 الجديد على بلوكشين الإيثريوم نظام “جواز سفر” لوكلاء الذكاء الاصطناعي. ستتيح هذه البنية التحتية للبرامج المستقلة التفاعل في الاقتصاد العالمي.
أعلن فريق تطوير شبكة الإيثريوم عن إطلاق معيار ERC-8004 الجديد، والذي يهدف إلى إنشاء أدوات للتفاعل بين البلوكشين وتطبيقات الذكاء الاصطناعي (AI). كما ورد في حساب الإيثريوم على X، سيفتح هذا المعيار سوقًا عالميًا حيث يمكن أن تتفاعل خدمات الذكاء الاصطناعي مع بعضها البعض دون أي وسطاء.

يعتبر مطورو الإيثيريوم حماية البلوكتشين من التهديدات الكمومية أولوية استراتيجية رئيسية
أعلنت مؤسسة الإيثيريوم، المنظمة المسؤولة عن تطوير بلوكتشين الإيثيريوم، عن تشكيل فريق خاص للعمل على حماية الشبكة من التهديدات الكمومية. وفقًا لجاستن دريك، كبير علماء الأبحاث في المؤسسة، فإن هذه هي "أعلى أولوية استراتيجية" لهم.
لتسريع العمل، أنشأت المؤسسة جائزتين بقيمة مليون دولار لكل منهما - بوسيدون وقرب. كما أشار دريك إلى أن التهديد لأمن الإيثيريوم، الذي قيد الدراسة منذ عام 2019، يشغل الآن مكانة مركزية في خريطة طريق مشروع البلوكتشين.

فقد سوق العملات المشفرة ثلث قيمته السوقية منذ أكتوبر، ويتحول المستثمرون إلى منصات للمراهنة على الأحداث المستقبلية في العالم الحقيقي. زادت أحجام التداول على هذه المنصات أكثر من 15 مرة في ستة أشهر.
منذ ارتفاعات أكتوبر 2025، فقد سوق العملات المشفرة نحو ثلث قيمته السوقية. ترك ملايين المستثمرين مع عملات متدهورة، وانتقلت انتباه الجمهور بسرعة إلى المعادن الثمينة، التي كانت تحقق أرقامًا قياسية جديدة. قد يبدو أن الطاقة المضاربية في سوق العملات المشفرة قد جفت، لكن الأمر يتعلق أكثر بإعادة توزيع المخاطر: يتدفق رأس المال إلى أشكال أخرى من المضاربة، بما في ذلك أسواق التنبؤ.

The price of BTC has fallen to $86,000 for the first time since mid-December. Let's look at the reasons why.
The price of Bitcoin (BTC) has hit its lowest point since 2026. On January 26, the price of the coin fell to $86,000 for the first time since December 19. Over the course of a day, BTC fell by 1%, and over the course of a week, it fell by 5%.
After Bitcoin set a historic high ($126,000 on October 6, 2025) 3.5 months ago, the lowest point to which it corrected was $80,600, recorded on November 21.
The total capitalization of the cryptocurrency market has again fallen below $3 trillion. Over the past 24 hours, it has declined by 1% to $2.97 trillion.
The price of Ethereum (ETH) fell to $2,780 in the morning but recovered to $2,890. Over the past 24 hours, the leading altcoin has fallen in price by 1.5%, and over the past week, by almost 10%.
Of the top 10 cryptocurrencies, Solana (SOL) fell the most, by 3%. Among the top 100, the leaders in decline remain the anonymous coins Monero (XMR) and Dash (DASH), which lost 5% each, as well as the token from Trump's crypto project World Liberty Financial (WLFI), which fell 6%.
Over the past 24 hours, crypto exchanges liquidated the positions of nearly 200,000 traders worth $678 million, according to Coinglass. Of this amount, more than 88% was accounted for by long positions — those who bet on rising prices lost $601 million. This refers to the nominal value of positions taking into account leverage (a position of $100 with 10x leverage counts as $1,000 in the total amount of losses).
The fear and greed index for the crypto market on January 26 is in the “extreme fear” zone, indicating 20 points out of 100. This suggests that panic selling of cryptocurrencies is possible in the market.
One of the reasons for the price decline is that over the past week, US spot exchange-traded funds (ETFs) on Bitcoin recorded a net outflow of $1.33 billion, according to SoSoValue. This is the second-largest weekly outflow in the two-year history of Bitcoin ETFs. The only time more funds were withdrawn from these funds in a single week was at the end of February 2025. $611 million was withdrawn from Ethereum ETFs over the past week.
#BTC